|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.83B |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.20% |
| 5y Avg Return: |
0.52% |
| Rank in Category (ytd): |
145 |
| % Rank in Category (ytd): |
17.97% |
| Beta (3y): |
1.05 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks capital appreciation. The fund invests primarily in common stocks of small-sized growth companies selected for their capital appreciation potential. It considers a small-sized company as one having a market value of under 2.5 billion at the time of purchase. The management seeks to purchase securities that are expected to increase in value 100% in four years and then double again in the following four or five years. |
|
| Fund Profile |
|
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